+9.7%
BKR vs AON
+2.1%
+7.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.4% | -9.9% | -4.2% |
| 7D | -8.8% | +9.4% | -18.2% | -6.3% |
| 30D | -13.1% | +27.0% | -40.1% | -7.6% |
| 3M | -18.9% | -3.1% | -15.8% | -18.4% |
| 6M | -27.2% | +10.0% | -37.2% | -24.6% |
| YTD | +10.7% | -1.6% | +12.3% | +14.4% |
| 1Y | +9.7% | +0.9% | +8.8% | +13.8% |
| All | +9.7% | +2.1% | +7.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling